China's IC market rebounded sharply in 2010

1. The market size of China's integrated circuits reached 734.95 billion yuan in 2010, a 29.5% increase in the market

In 2010, the global semiconductor market was 298.32 billion U.S. dollars. The growth rate of the market reached 31.8%. It was the fastest growing market since 2000. After experiencing the decline in 2009, the market rebounded sharply and ended for many years. Depression development trend.

In the integrated circuit market in China, the market has also ended the trend of continuous declining growth rate for many years. In 2010, the market growth rate reached 29.5%, and the sales amounted to 734.95 billion yuan. It is the fastest growing market since 2005. The rebound of the market has benefited from the recovery of the global economy. The market has a strong demand for downstream whole-machine electronic products, which in turn drives demand for upstream integrated circuit products. In addition, due to the strong demand for chips in the downstream market in 2010, the overall price of chips has been relatively firm compared to previous years. In some product areas, there has even been a rise in chip prices. Chip price factors are also one of the factors that affect market development. As a whole, the key reason for the sharp rebound of the market in 2010 was because the market was affected by the global financial crisis in 2009 and led to a decline in the market, resulting in a lower market base. As a result, both the global market and the Chinese market achieved rapid growth in 2010. .

In the import and export of the market, according to statistics from the Customs, in 2010 China’s IC imports reached US$156.99 billion, a year-on-year growth of 31.0%. In terms of exports, China’s IC exports in 2010 were US$29.25 billion, a year-on-year increase of 25.5%. . It can be seen that China's integrated circuit products have large differences in imports and exports, most of the integrated circuits needed by China still need to be imported, and the development speed of China's integrated circuit market is basically in line with the growth rate of imports.

2. Fast memory growth. It is the product with the largest share of China's integrated circuit market. In terms of product structure, it benefits from the rapid growth of the overall market, and almost every type of integrated circuit product maintains a rapid growth rate, in which memory is used in various applications. Driven by the fastest growth rate, with a growth rate of more than 40% and a market share of 23.9%, it remains the largest share of China's integrated circuit market. The CPU and peripheral devices of the computer are affected by the relatively slow growth of notebook production, and the market share has declined.

3,3C is still the main application market. From the perspective of market application structure, in 2010, the automotive electronics field is still the fastest growing field in China's integrated circuit market. The annual market growth rate reached 36.8%, and its market share increased slightly. However, due to its small market base, it has limited use of the integrated circuit market. The computer field is still the largest application area in China's integrated circuit market, with a market share of 45% in 2010. As a result of the slower growth in the production of Chinese notebook computers relative to other major electronic machine products in 2010, the market share of the computer-based integrated circuit market It also fell slightly compared to 2009. The network communications and consumer electronics sectors were driven by the significant increase in the production of mobile phones and home appliances, respectively, and their market growth rate was maintained at over 30%. On the whole, PCs and mobile phones still dominate the development of the integrated circuit market. Both ICs consume more than half of the overall IC market. However, as the use of other types of products increases, these two types of downstream products account for The market share will slowly shrink, but in the next few years, these two types of products will still be the leading products in the IC consumption market.

4. The overall competition pattern remains basically unchanged. As MediaTech’s development slows down the competitive landscape, China’s IC market has basically maintained its previous trend in 2010. European, American, Japanese and Korean manufacturers still occupy a clear advantage, and Intel’s No. 1 position has no manufacturers yet. Can shake, but the gap between Samsung and Intel is basically the city reduced year by year. Other companies, Micron and Renesas, due to acquisitions or mergers, increased sales, ranking increased, TI, Infineon and other companies also showed strong growth, it is worth noting that the previous two years has been maintaining high speed The development of China's Taiwanese company, MediaTek, was affected by fierce market competition in 2010, its development momentum has slowed, and its rankings have fallen.

5. The market will continue to develop steadily in the next few years. In 2011, after undergoing rapid growth in 2010, the market will enter a stage of steady development both in the global market and the Chinese market, and it is expected that the market growth rate will be 10%. At the same time, the main driving force for market development is still mainly from PCs, mobile phones, and LCD TVs that have already produced other electronic products. In addition, emerging applications have become one of the drivers of market growth. The development of the emerging electronics market such as xPad has also promoted the development of the semiconductor market to some extent. With the continuous development of information technology in medical electronics, security electronics, and various industries In-depth, integrated circuit products used in these industries will account for an increasing proportion of the market.

In the next three years, the growth rate of automotive electronics will obviously slow down, but it will still be significantly higher than the growth of the overall integrated circuit market. The growth rate of the PC sector will also slow down, which will directly affect the memory market and CPU. Market development, MCU products worth noting, in the future with the increase in social security card issuance, MCU for IC card field will be driven, and with the widening of MCU application range, the growth rate of Chinese MCU will be significantly faster than The overall integrated circuit market.

In the next few years, on the product side, memory will still be the largest share of China's integrated circuit market, its market share will remain above 20%, and the CPU, ASSP, and analog devices will have a relatively high market share and will remain at More than 15%. In the application field, the 3C (computer, network communications, and consumer electronics) fields are still the main application areas of China's integrated circuit products, and the market share of the three will remain at over 85% of the overall market.